Public record / Tickers / WBS

WBS — Webster Financial Corp - US

Both disclosure regimes on one name: who in Congress filed about WBS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming WBS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-14
filed 2025-04-14
13F holders
491
top-491 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Purchase · traded 2023-04-10 → filed 2023-05-19. Ranked over every WBS row by the provable lower bound, never a point estimate.

No member disclosed WBS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WBS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WBS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 03-11 +34d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$15K–$50K
2020-11-05Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 10-29 +7d$1K–$15K
2020-11-05Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 10-23 +13d$1K–$15K
2020-11-05Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 10-16 +20d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in WBS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed WBS in the trailing 12 months.

Congress ↔ notable managers · WBS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · Webster Financial Corp - US

Merged timeline of congressional filings and notable-manager moves on WBS
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+2,952,221 sh
2026-05-15Soros Fund Management 13Fnew+711,790 sh
2026-05-15Moore Capital Management 13Ftrim−180,821 sh
2026-05-15Bridgewater Associates 13Fexit−754,071 sh
2026-05-14Caxton Associates 13Fnew+680,675 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WBS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$527M1
3VANGUARD CAPITAL MANAGEMENT LLC$504M1
4DIMENSIONAL FUND ADVISORS LP$439M1
5STATE STREET CORP$415M1
6Invesco Ltd.$357M1
7MILLENNIUM MANAGEMENT LLC$305M1
8BANK OF AMERICA CORP /DE/$259M1
9TUDOR INVESTMENT CORP ET AL$214M1
10UBS Group AG$196M1
11MORGAN STANLEY$155M1
12EARNEST PARTNERS LLC$155M1
13BALYASNY ASSET MANAGEMENT L.P.$151M1
14FMR LLC$150M1
15WHITEBOX ADVISORS LLC$134M1
16Pentwater Capital Management LP$130M1
17Westchester Capital Management, LLC$127M1
18TORONTO DOMINION BANK$124M1
19AQR Arbitrage LLC$124M1
20SEI INVESTMENTS CO$111M1
21Assenagon Asset Management S.A.$110M1
22NORTHERN TRUST CORP$98.1M1
23HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$96.7M1
24BASSWOOD CAPITAL MANAGEMENT, L.L.C.$84.4M1
25Hudson Bay Capital Management LP$83.3M1
26ALLIANCEBERNSTEIN L.P.$81.4M1
27AQR CAPITAL MANAGEMENT LLC$80.5M1
28Magnetar Financial LLC$78.9M1
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.4M1
30NATIONAL BANK OF CANADA /FI/$78.2M1
31CITIGROUP INC$77.7M1
32BARCLAYS PLC$76.1M1
33CITADEL ADVISORS LLC$73.9M1
34VANGUARD FIDUCIARY TRUST CO$69.4M1
35NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$68.5M1
36CAPSTONE INVESTMENT ADVISORS, LLC$59.0M1
37PUBLIC SECTOR PENSION INVESTMENT BOARD$55.8M1
38Qube Research & Technologies Ltd$49.5M1
39SOROS FUND MANAGEMENT LLC$49.4M1
40Alberta Investment Management Corp$48.6M1
41CAXTON ASSOCIATES LLP$47.3M1
42BANK OF NOVA SCOTIA$46.5M1
43Verition Fund Management LLC$45.8M1
44ExodusPoint Capital Management, LP$44.9M1
45HSBC HOLDINGS PLC$44.0M1
46TIG Advisors, LLC$42.7M1
47CAPITOLIS LIQUID GLOBAL MARKETS LLC$42.3M1
48NATIXIS$41.5M1
49Sand Grove Capital Management LLP$39.3M1
50Sagefield Capital LP$39.2M1
51Nuveen, LLC$39.0M1
52ADAGE CAPITAL PARTNERS GP, L.L.C.$38.9M1
53Polar Asset Management Partners Inc.$37.1M1
54LMR Partners LLP$36.1M1
55Allianz Asset Management GmbH$33.3M1
56Grantham, Mayo, Van Otterloo & Co. LLC$32.7M1
57Retirement Systems of Alabama$32.1M1
58ALPINE ASSOCIATES MANAGEMENT INC.$28.9M1
59STATE OF WISCONSIN INVESTMENT BOARD$28.8M1
60PZENA INVESTMENT MANAGEMENT LLC$28.4M1
61Squarepoint Ops LLC$28.2M1
62UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.6M1
63BANK OF MONTREAL /CAN/$27.0M1
64Man Group plc$26.1M1
65PRINCIPAL FINANCIAL GROUP INC$25.0M1
66FIRST TRUST ADVISORS LP$24.7M1
67Amundi$23.6M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$22.7M1
69Swiss National Bank$22.2M1
70Absolute Gestao de Investimentos Ltda.$20.8M1
71NINE MASTS CAPITAL Ltd$20.4M1
72WELLS FARGO & COMPANY/MN$19.1M1
73Slotnik Capital, LLC$18.9M1
74ALGEBRIS (UK) LTD$18.7M1
75PICTON MAHONEY ASSET MANAGEMENT$17.8M1
76Woodline Partners LP$15.6M1
77Schonfeld Strategic Advisors LLC$15.4M1
78Legal & General Group Plc$15.0M1
79Centiva Capital, LP$14.9M1
80ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14.0M1
81OCCUDO QUANTITATIVE STRATEGIES LP$13.4M1
82Leeward Investments, LLC - MA$13.2M1
83Creative Planning$11.9M1
84Dana Investment Advisors, Inc.$11.2M1
85VANGUARD ASSET MANAGEMENT, Ltd$10.5M1
86GROUPAMA ASSET MANAGMENT$10.3M1
87Capula Management Ltd$10.1M1
88Lighthouse Investment Partners, LLC$9.9M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.6M1
90ENVESTNET ASSET MANAGEMENT INC$8.6M1
91SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.3M1
92AMERICAN CENTURY COMPANIES INC$8.2M1
93IEQ CAPITAL, LLC$8.1M1
94PRELUDE CAPITAL MANAGEMENT, LLC$7.9M1
95Quantinno Capital Management LP$7.8M1
96Yakira Capital Management, Inc.$7.6M1
97ROYAL BANK OF CANADA$7.4M1
98Janus Henderson Group Ltd.$7.4M1
99TRILLIUM ASSET MANAGEMENT, LLC$7.3M1
100CREDIT INDUSTRIEL ET COMMERCIAL$7.3M1
101Petiole USA ltd$7.1M1
102Kintayl Capital LP$6.6M1
103Stablepoint Partners, LLC$6.5M1
104CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.4M1
105MOORE CAPITAL MANAGEMENT, LP$6.3M1
106D. E. Shaw & Co., Inc.$6.3M1
107BOOTHBAY FUND MANAGEMENT, LLC$6.1M1
108LPL Financial LLC$6.1M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.7M1
110COMMONWEALTH EQUITY SERVICES, LLC$5.7M1
111Cinctive Capital Management LP$5.3M1
112KING LUTHER CAPITAL MANAGEMENT CORP$5.1M1
113Universal- Beteiligungs- und Servicegesellschaft mbH$5.0M1
114BTG Pactual Asset Management US LLC$4.9M1
115Rafferty Asset Management, LLC$4.8M1
116JANE STREET GROUP, LLC$4.7M1
117Pathstone Holdings, LLC$4.7M1
118RAYMOND JAMES FINANCIAL INC$4.6M1
119NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.6M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$4.5M1
121Vanguard Global Advisers, LLC$4.5M1
122MALTESE CAPITAL MANAGEMENT LLC$4.5M1
123PRUDENTIAL PLC$4.4M1
124MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
125Maven Securities LTD$4.3M1
126FIFTH THIRD BANCORP$4.2M1
127Cardinal Capital Management$3.9M1
128CWM, LLC$3.8M1
129VICTORY CAPITAL MANAGEMENT INC$3.8M1
130Engineers Gate Manager LP$3.7M1
131LAZARD ASSET MANAGEMENT LLC$3.7M1
132CAMBIAR INVESTORS LLC$3.7M1
133STIFEL FINANCIAL CORP$3.6M1
134Kapitalo Investimentos Ltda$3.6M1
135TOMPKINS FINANCIAL CORP$3.5M1
136FRANKLIN RESOURCES INC$3.5M1
137PAR CAPITAL MANAGEMENT INC$3.5M1
138DEUTSCHE BANK AG\$3.4M1
139M&T BANK CORP$3.3M1
140OP Asset Management Ltd$3.3M1
141VOYA INVESTMENT MANAGEMENT LLC$3.3M1
142Mariner, LLC$3.2M1
143Arizona State Retirement System$3.1M1
144Cerity Partners LLC$3.0M1
145HARVEST MANAGEMENT LLC$3.0M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
148Vanguard Investments Australia, Ltd.$2.8M1
149State of New Jersey Common Pension Fund D$2.7M1
150Diametric Capital, LP$2.7M1
151Carlson Capital, L.P.$2.7M1
152STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
153HighTower Advisors, LLC$2.6M1
154Orange Investment Advisors, Inc.$2.5M1
155NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
156Cetera Investment Advisers$2.4M1
157MERCER GLOBAL ADVISORS INC /ADV$2.3M1
158OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
159Patriot Financial Group Insurance Agency, LLC$2.3M1
160Crossmark Global Holdings, Inc.$2.2M1
161ADVISORY RESEARCH INC$2.1M1
162Ameritas Investment Partners, Inc.$2.1M1
163Fortress Investment Group LLC$2.0M1
164WOLVERINE ASSET MANAGEMENT LLC$2.0M1
165Curi Capital, LLC$2.0M1
166JOHN G ULLMAN & ASSOCIATES INC$1.9M1
167NorthCrest Asset Manangement, LLC$1.9M1
168Pictet Asset Management Holding SA$1.8M1
169Vanguard Personalized Indexing Management, LLC$1.8M1
170HANCOCK WHITNEY CORP$1.7M1
171SeaCrest Wealth Management, LLC$1.7M1
172QUADRANT CAPITAL GROUP LLC$1.6M1
173Blackstone Inc.$1.6M1
174Kestra Investment Management, LLC$1.5M1
175Trust Investment Advisors$1.5M1
176Allspring Global Investments Holdings, LLC$1.5M1
177OSAIC HOLDINGS, INC.$1.5M1
178O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
179Essex Financial Services, Inc.$1.5M1
180Olympiad Research LP$1.5M1
181FOUNDATIONS INVESTMENT ADVISORS, LLC$1.5M1
182TEACHER RETIREMENT SYSTEM OF TEXAS$1.5M1
183FEDERATED HERMES, INC.$1.4M1
184Walleye Trading LLC$1.4M1
185XPONANCE LLC$1.4M1
186Private Advisor Group, LLC$1.3M1
187CSS LLC/IL$1.3M1
188Focus Partners Wealth$1.3M1
189Houlihan Financial Resource Group, Ltd.$1.1M1
190COMMERCE BANK$1.0M1
191Swiss Life Asset Management Ltd$967K1
192Tidal Investments LLC$923K1
193Atom Investors LP$899K1
194Latitude Advisors, LLC$877K1
195CIBC WORLD MARKET INC.$863K1
196SECURIAN ASSET MANAGEMENT, INC$825K1
197Voleon Capital Management LP$809K1
198Sanctuary Advisors, LLC$802K1
199Machina Capital S.A.S.$801K1
200SUTTON PLACE INVESTORS LLC$800K1
201ProShare Advisors LLC$798K1
202Belvedere Trading LLC$795K1
203Rockefeller Capital Management L.P.$772K1
204FOUNDERS CAPITAL MANAGEMENT, LLC$769K1
205Merit Financial Group, LLC$763K1
206Hennion & Walsh Asset Management, Inc.$755K1
207MML INVESTORS SERVICES, LLC$743K1
208Corient Private Wealth LLC$722K1
209Summit Trail Advisors, LLC$722K1
210Savant Capital, LLC$713K1
211PRUDENTIAL FINANCIAL INC$689K1
212Circle Wealth Management, LLC$678K1
213Federation des caisses Desjardins du Quebec$674K1
214HB Wealth Management, LLC$664K1
215Mitsubishi UFJ Trust & Banking Corp$663K1
216GATEWAY INVESTMENT ADVISERS LLC$657K1
217EP Wealth Advisors, LLC$656K1
218Blue Trust, Inc.$649K1
219EVERGREEN CAPITAL MANAGEMENT LLC$643K1
220Sequoia Financial Advisors, LLC$641K1
221Pallas Capital Advisors LLC$625K1
222Utah Retirement Systems$591K1
223WEBSTER BANK, N. A.$585K1
22471 West Capital Partners$584K1
225CRAWFORD INVESTMENT COUNSEL INC$584K1
226Perigon Wealth Management, LLC$575K1
227Maryland State Retirement & Pension System$571K1
228Kestra Advisory Services, LLC$560K1
229Wedmont Private Capital$537K1
230CHOREO, LLC$529K1
231SIGNATUREFD, LLC$523K1
232Focus Partners Advisor Solutions, LLC$508K1
233RITHOLTZ WEALTH MANAGEMENT$505K1
234DLD Asset Management, LP$485K1
235Advisors Asset Management, Inc.$484K1
236JOURNEY STRATEGIC WEALTH LLC$484K1
237COLDSTREAM CAPITAL MANAGEMENT INC$480K1
238Orion Porfolio Solutions, LLC$458K1
239Evercore Wealth Management, LLC$432K1
240Tower Research Capital LLC (TRC)$413K1
241US BANCORP \DE\$407K1
242PANAGORA ASSET MANAGEMENT INC$407K1
243Krilogy Financial LLC$400K1
244Compound Planning, Inc.$400K1
245FIRST MANHATTAN CO. LLC.$397K1
246PenderFund Capital Management Ltd.$396K1
247NorthRock Partners, LLC$395K1
248UNITED CAPITAL FINANCIAL ADVISORS, LLC$391K1
249Everhart Financial Group, Inc.$374K1
250CIBC Asset Management Inc$372K1
251TWO SIGMA SECURITIES, LLC$369K1
252Aaron Wealth Advisors LLC$364K1
253SHELTON CAPITAL MANAGEMENT$363K1
254Ballentine Partners, LLC$362K1
255Firestone Capital Management$354K1
256JB Capital LLC$349K1
257SummitTX Capital, L.P.$347K1
258Beverly Hills Private Wealth, LLC$337K1
259North Dakota State Investment Board$333K1
260Emerald Investment Advisers, LLC$327K1
261Smartleaf Asset Management LLC$325K1
262One Charles Private Wealth Services, LLC$324K1
263Sivia Capital Partners, LLC$322K1
264NOMURA HOLDINGS INC$314K1
265South Shore Capital Advisors$314K1
266NewEdge Advisors, LLC$313K1
267Beacon Pointe Advisors, LLC$305K1
268PROFUND ADVISORS LLC$301K1
269EVOLVE PRIVATE WEALTH, LLC$299K1
270Atria Investments, Inc$292K1
271Frec Markets, Inc.$291K1
272F/m Investments LLC$289K1
273Investmark Advisory Group LLC$280K1
274Vident Advisory, LLC$280K1
275Paragon Capital Management Ltd$279K1
276Benin Management CORP$278K1
277WETZEL INVESTMENT ADVISORS, INC.$278K1
278BROWN ADVISORY INC$275K1
279Mystic Asset Management, Inc.$273K1
280Venture Visionary Partners LLC$269K1
281GUGGENHEIM CAPITAL LLC$263K1
282Meiji Yasuda Asset Management Co Ltd.$258K1
283GTS SECURITIES LLC$257K1
284Douglass Winthrop Advisors, LLC$257K1
285Vise Technologies, Inc.$256K1
286PFG Investments, LLC$256K1
287Allworth Financial LP$249K1
288OpenArc Corporate Advisory, LLC$239K1
289SAGE RHINO CAPITAL LLC$234K1
290XTX Topco Ltd$231K1
291Sagewood Asset Management LP$227K1
292Platform Technology Partners$223K1
293WESPAC Advisors, LLC$222K1
294TCI Wealth Advisors, Inc.$221K1
295Cannell & Spears LLC$221K1
296Steward Partners Investment Advisory, LLC$221K1
297Laird Norton Wetherby Trust Company, LLC$219K1
298Modern Wealth Management, LLC$218K1
299WEALTH EFFECTS LLC$212K1
300Meeder Advisory Services, Inc.$210K1
301BNP Paribas Asset Management Holding S.A.$209K1
302Concurrent Investment Advisors, LLC$207K1
303World Investment Advisors$206K1
304Capital International Investors$205K1
305M.E. ALLISON & CO., INC.$203K1
306HighMark Wealth Management LLC$201K1
307Caprock Group, LLC$201K1
308Eurizon Capital SGR S.p.A.$193K1
309Pinnacle Wealth Planning Services, Inc.$170K1
310Tredje AP-fonden$163K1
311NBT BANK, N.A.$158K1
312UMB Bank, n.a.$141K1
313State of Wyoming$130K1
314INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$129K1
315NOMURA ASSET MANAGEMENT CO LTD$119K1
316NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88.1K1
317Grove Bank & Trust$73.9K1
318SHP Wealth Management$72.6K1
319Aster Capital Management (DIFC) Ltd$63.2K1
320Hartford Financial Management Inc.$62.5K1
321Medallion Wealth Advisors, LLC$61.2K1
322Parkside Financial Bank & Trust$59.2K1
323Arax Advisory Partners$53.5K1
324MAI Capital Management$51.4K1
325ASSETMARK, INC$51.3K1
326Mitsubishi UFJ Asset Management Co., Ltd.$51.3K1
327ARMSTRONG ADVISORY GROUP, INC$47.3K1
328NATIXIS ADVISORS, LLC$36.9K1
329WPG Advisers, LLC$36.2K1
330New England Capital Financial Advisors LLC$30.4K1
331Curat Global, LLC$29.5K1
332Bangor Savings Bank$27.8K1
333ALGERT GLOBAL LLC$26.4K1
334WOLFF WIESE MAGANA LLC$25.1K1
335Spire Wealth Management$23.5K1
336Larson Financial Group LLC$17.5K1
337United Financial Planning Group LLC$16.7K1
338Owl Creek Wealth Partners LLC$16.7K1
339Clearstead Trust, LLC$15.6K1
340Private Wealth Management Group, LLC$15.6K1
341JONES FINANCIAL COMPANIES LLLP$15.5K1
342JFS WEALTH ADVISORS, LLC$14.2K1
343PFS Partners, LLC$14.1K1
344SIMPLEX TRADING, LLC$12.8K1
345JPL Wealth Management, LLC$12.0K1
346Virtu Financial LLC$10.9K1
347Athos Capital Ltd$10.4K1
348Bell Investment Advisors, Inc$10.1K1
349Sachetta, LLC$10.1K1
350CENTRAL TRUST Co$9.9K1
351Prestige Wealth Management Group LLC$9.9K1
352True Wealth Design, LLC$9.0K1
353Keating Financial Advisory Services, Inc.$8.7K1
354GLAZER CAPITAL, LLC$8.4K1
355CANADA LIFE ASSURANCE Co$7.3K1
356Mint Tower Capital Management B.V.$7.3K1
357Caitlin John, LLC$6.6K1
358Vestcor Inc$5.6K1
359Treasurer of the State of North Carolina$4.8K1
360SouthState Bank Corp$4.4K1
361Clearstead Advisors, LLC$4.0K1
362Millstone Evans Group, LLC$3.7K1
363Rialto Wealth Management, LLC$2.9K1
364Cassaday & Co Wealth Management LLC$2.8K1
365Elequin Capital, LP$2.8K1
366Kilter Group LLC$2.6K1
367THRIVENT FINANCIAL FOR LUTHERANS$2.5K1
368DiNuzzo Private Wealth, Inc.$2.4K1
369SJS Investment Consulting Inc.$2.2K1
370Marquette Asset Management, LLC$2.0K1
371Physician Wealth Advisors, Inc.$1.9K1
372Cromwell Holdings LLC$1.9K1
373Investors Research Corp$1.7K1
374MCF Advisors LLC$1.4K1
375MATHER GROUP, LLC.$1.3K1
376State of Alaska, Department of Revenue$1.1K1
377MV CAPITAL MANAGEMENT, INC.$1.0K1
378Intentional Wealth Strategies, LLC$1.0K1
379HFM Investment Advisors, LLC$8331
380Annis Gardner Whiting Capital Advisors, LLC$6951
381Seneschal Advisors, LLC$5561
382Signature Equity Partners, LLC$5551
383Vermillion Wealth Management, Inc.$4861
384DekaBank Deutsche Girozentrale$4791
385Transamerica Financial Advisors, LLC$4161
386KBC Group NV$3701
387GHP Investment Advisors, Inc.$3481
388Activest Wealth Management$2781
389TopTier Wealth Management, LLC$2081
390Stone House Investment Management, LLC$1391
391Quaker Wealth Management, LLC$701
392Capital Analysts, LLC$231
393CX Institutional$131
394South Dakota Investment Council$101
395Avion Wealth$41
396Capital Advisors, Ltd. LLC$11
397VANGUARD GROUP INC$01
398&PARTNERS$01
399GLENMEDE TRUST CO NA$01
400FRONTIER CAPITAL MANAGEMENT CO LLC$01
401MEEDER ASSET MANAGEMENT INC$01
402HARBOUR INVESTMENTS, INC.$01
403JOHNSON INVESTMENT COUNSEL INC$01
404Brandywine Global Investment Management, LLC$01
405Fisher Asset Management, LLC$01
406Capital International, Inc./CA/$01
407COMERICA BANK$01
408WELLINGTON MANAGEMENT GROUP LLP$01
409BLAIR WILLIAM & CO/IL$01
410MACKENZIE FINANCIAL CORP$01
411ARIEL INVESTMENTS, LLC$01
412KAHN BROTHERS GROUP INC$01
413SALZHAUER MICHAEL$01
414PARK AVENUE SECURITIES LLC$01
415INTECH INVESTMENT MANAGEMENT LLC$01
416AVIVA PLC$01
417TOWLE & CO$01
418OPPENHEIMER ASSET MANAGEMENT INC.$01
419CIBC Private Wealth Group LLC$01
420TimesSquare Capital Management, LLC$01
421First Eagle Investment Management, LLC$01
422Bridgewater Associates, LP$01
423EJF Capital LP$01
424Weiss Asset Management LP$01
425NORGES BANK$01
426ALPS ADVISORS INC$01
427Boston Partners$01
428Stieven Capital Advisors, L.P.$01
429SAMLYN CAPITAL, LLC$01
430Alyeska Investment Group, L.P.$01
431Ensign Peak Advisors, Inc$01
432EXCHANGE TRADED CONCEPTS, LLC$01
433HRT FINANCIAL LP$01
434Johnson Financial Group, Inc.$01
435Brevan Howard Capital Management LP$01
436FOX RUN MANAGEMENT, L.L.C.$01
437Artemis Investment Management LLP$01
438MIRABELLA FINANCIAL SERVICES LLP$01
439VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
440BW Gestao de Investimentos Ltda.$01
441Gator Capital Management, LLC$01
442Interval Partners, LP$01
443Connor, Clark & Lunn Investment Management Ltd.$01
444FJ Capital Management LLC$01
445Elizabeth Park Capital Advisors, Ltd.$01
446Point72 Asset Management, L.P.$01
447Nitorum Capital, L.P.$01
448Trexquant Investment LP$01
449WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
450Versor Investments LP$01
451Inspire Investing, LLC$01
452Sapience Investments, LLC$01
453OneDigital Investment Advisors LLC$01
454Mutual Advisors, LLC$01
455Azora Capital LP$01
456Holocene Advisors, LP$01
457Prana Capital Management, LP$01
458Verdence Capital Advisors LLC$01
459Belpointe Asset Management LLC$01
460DV Trading LLC$01
461Bridgefront Capital, LLC$01
462FORA Capital, LLC$01
463Global Retirement Partners, LLC$01
464Qsemble Capital Management, LP$01
465TWINBEECH CAPITAL LP$01
466Y-Intercept (Hong Kong) Ltd$01
467Aquatic Capital Management LLC$01
468Hunter Perkins Capital Management, LLC$01
469Inspire Advisors, LLC$01
470140 Summer Partners LP$01
471Polar Capital Holdings Plc$01
472PINNBROOK CAPITAL MANAGEMENT LP$01
473Capital Group Private Client Services, Inc.$01
474CenterBook Partners LP$01
475AlphaQuest LLC$01
476PharVision Advisers, LLC$01
477Forum Financial Management, LP$01
478SageView Advisory Group, LLC$01
479AXQ CAPITAL, LP$01
480iSAM Funds (UK) Ltd$01
481Dunhill Financial, LLC$01
482Caitong International Asset Management Co., Ltd$01
483Quarry LP$01
484LECAP ASSET MANAGEMENT LTD$01
485Central Pacific Bank - Trust Division$01
486Hilltop National Bank$01
487Jain Global LLC$01
488Motiv8 Investments LLC$01
489Havemeyer Place LP$01
490Northwest & Ethical Investments L.P.$01
491Bayforest Capital Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 491 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WBS

RETAINED WINDOW · ACTIVE HITS

Zero hits on WBS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WBS · financials and macro

Financials — as filed PLANNED

WBS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WBS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing